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Michael Timothy Riley

Transamerica Retirement Advisors, LLC

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About Michael Timothy Riley

Michael Riley is a financial advisor with Transamerica Retirement Advisors, LLC in Clearwater, FL. Michael has been working in the financial services industry since October 12, 2000. Michael is registered with the state of Utah and holds the following licenses: Series 63, Series 66, Series 7, and Series 26. Michael is also a Certified Financial Planner. Michael has experience providing portfolio management for businesses and individuals, as well as pension consulting and educational seminars.

Firm Information

Michael Riley is currently registered with Transamerica Retirement Advisors, LLC. Transamerica Retirement Advisors, LLC is a registered investment advisor headquartered in CEDAR RAPIDS, IA. The firm provides financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, corporations, and pension plans. The firm has over 334 registered representatives and manages over $16 billion in assets.
Transamerica Retirement Advisors, LLC

6400 C STREET SW

CEDAR RAPIDS, IA 52499

$16.16B

Assets Under Management

Not reported

Total Clients

266

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Riley’s Registration & Firm History

FL

10/21/2014 - Present

Transamerica Retirement Advisors, LLC (Clearwater FL)

UT

08/18/2000 - 08/22/2014

FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)

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Licenses & Designations

BOTH

Issued 12/04/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/03/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/05/2016

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/26/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Timothy Riley.
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